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CPOAX: MORGAN STANLEY MULTI CAP GROWTH TRUST A (MUTUAL FUND)
Basic Info 43.83 1.05(2.45%) July 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 03/24/1998 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 0.93% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 14.1 | 68.1 | 30.6 | 5.7 | 15.4 | 16.8 | 13.5 | 10.4 | 46.4 | 52.7 | -61.0 | -6.8 | 115.9 | 33.1 | 11.9 | 48.4 | -3.8 | 8.0 | 4.9 | 49.7 | 12.1 | -7.8 | 27.0 | 70.0 | -48.7 | 18.8 | 7.2 | 22.1 | 22.4 | 42.6 | -46.2 | -38.8 | -35.4 | 125.8 | 42.9 |
| Sharpe Ratio | NA | 0.49 | 1.9 | 0.8 | 0.08 | 0.41 | NA | NA | 0.28 | 1.55 | 1.55 | -1.02 | -0.21 | 2.87 | 1.4 | 0.38 | 3.95 | -0.22 | 0.46 | 0.26 | 3.5 | 0.79 | -0.3 | 1.29 | 2.35 | -1.07 | 0.79 | 0.24 | 1.47 | 1.57 | 2.2 | -1.2 | -0.78 | -0.68 | 3.37 | 1.53 |
| Draw Down(%) | NA | 31.4 | 31.4 | 35.2 | 71.3 | 71.3 | NA | NA | 84.6 | 13.7 | 23.7 | 62.5 | 27.9 | 33.9 | 17.5 | 24.5 | 4.4 | 20.9 | 14.1 | 16.8 | 4.6 | 15.2 | 21.3 | 14.2 | 17.7 | 58.3 | 12.7 | 14.4 | 10.0 | 10.4 | 10.7 | 53.0 | 61.0 | 52.9 | 19.8 | 34.6 |
| Standard Deviation(%) | NA | 41.0 | 34.7 | 36.6 | 40.1 | 33.2 | NA | NA | 31.8 | 27.6 | 32.0 | 61.2 | 33.3 | 40.1 | 22.6 | 28.0 | 12.2 | 18.2 | 17.3 | 18.5 | 14.2 | 15.4 | 25.7 | 20.9 | 29.8 | 46.1 | 19.8 | 15.7 | 13.5 | 13.6 | 19.0 | 39.5 | 53.7 | 58.1 | 36.3 | 36.0 |
| Treynor Ratio | NA | 0.17 | 0.57 | 0.22 | 0.02 | 0.11 | NA | NA | 0.07 | 0.38 | 0.34 | -0.41 | -0.05 | 1.24 | 0.33 | 0.08 | 0.4 | -0.04 | 0.08 | 0.04 | 0.48 | 0.13 | -0.08 | 0.26 | 0.61 | -0.42 | 0.14 | 0.04 | 0.2 | 0.26 | 0.46 | -0.42 | -0.29 | -0.27 | 0.99 | 0.51 |
| Alpha | NA | 0.07 | 0.16 | 0.01 | -0.03 | 0.0 | NA | NA | 0.02 | 0.04 | -0.03 | -0.03 | -0.08 | 0.14 | -0.03 | 0.05 | 0.03 | -0.01 | 0.0 | -0.04 | 0.04 | -0.02 | -0.03 | 0.05 | 0.08 | -0.03 | 0.03 | 0.02 | 0.04 | 0.06 | 0.06 | -0.04 | 0.05 | 0.0 | 0.27 | 0.12 |
| Beta | NA | 1.18 | 1.15 | 1.33 | 1.37 | 1.22 | NA | NA | 1.2 | 1.12 | 1.47 | 1.53 | 1.38 | 0.93 | 0.96 | 1.25 | 1.2 | 1.11 | 0.98 | 1.23 | 1.04 | 0.97 | 0.94 | 1.03 | 1.15 | 1.19 | 1.13 | 1.07 | 0.98 | 0.83 | 0.91 | 1.14 | 1.45 | 1.47 | 1.23 | 1.07 |
| RSquared | NA | 0.88 | 0.79 | 0.76 | 0.79 | 0.76 | NA | NA | 0.78 | 0.61 | 0.75 | 0.85 | 0.8 | 0.7 | 0.6 | 0.87 | 0.73 | 0.83 | 0.84 | 0.82 | 0.78 | 0.83 | 0.94 | 0.89 | 0.91 | 0.93 | 0.88 | 0.78 | 0.73 | 0.77 | 0.84 | 0.83 | 0.89 | 0.77 | 0.52 | 0.6 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.9 | 0.0 | 13.8 | 12.3 | 17.6 | 9.1 | 9.5 | 32.6 | 8.8 | 8.9 | 7.4 | 12.1 | 13.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.0 | 0.0 | 0.0 | 4.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -9.0 | 34.4 | 146.4 | -3.4 | -66.5 | 236.0 | -3.3 | 17.1 | -18.7 | -7.6 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/1998
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See LARGE GROWTH Asset Class Trend Rankings |
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